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U.S. Capital Wealth Advisors’s Chemed CHE Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-50
Closed -$25.5K – 790
2022
Q4 		$25.5K Buy
+50
New +$24.3K ﹤0.01% 1052

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

U.S. Capital Wealth Advisors's CHE Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Chemed (CHE) in Q1 2023, closing a stake of 50 shares — an estimated $25.5K sold.

U.S. Capital Wealth Advisors first reported a position in CHE in Q4 2022 and held it in 1 quarter. The position peaked at $25.5K in Q4 2022. 459 funds tracked by Wall St. Rank hold CHE as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Chemed position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 50 Chemed shares in Q1 2023, an estimated $25.5K.
  • U.S. Capital Wealth Advisors first reported a position in Chemed in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Chemed position peaked at $25.5K in Q4 2022.
  • 459 funds tracked by Wall St. Rank held Chemed as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.